Custom object storage limits reached in territory management: How to archive old records without losing reporting accuracy?

pierre_sys
Mon, 16 Jun 2025 11:29:55 +0000

Be very careful with retention policy setup if you’re in a regulated industry. We had to keep 7 years of territory assignment history for audit purposes. Instead of deleting, we implemented a tiered storage approach - active territories stay in Zendesk Sell, archived territories get exported monthly to secure cloud storage with read-only access for reporting. Document your retention decisions thoroughly.